Summit Wealth & Retirement Planning’s Vanguard Mid-Cap ETF VO Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$499K	Hold
2025 Q2	$475K	Hold
2025 Q1	$439K	Hold
2024 Q4	$449K	Hold
2024 Q3	$448K	Hold
2024 Q2	$411K	Hold
2024 Q1	$425K	Hold
2023 Q4	$395K	Hold
2023 Q3	$354K	Sell
2023 Q2	$379K	Buy